Helen S Donaldson Charitable Remainder Unitrust Ua 02161999
501(c)(92)
Only null% goes to programs Strong reserves Growing revenue
Helen S Donaldson Charitable Remainder Unitrust Ua 02161999 is a 501(c)(92) organization based in Winsted, Connecticut, with $62,391 in FY2025 revenue. CharityIndex grades it C+.
Howd Lavieri Finch 682 Main St, Winsted, CT, 06098 EIN 06-6471443
Revenue (FY2025)
$62K
▼ 43.3% vs prior year
Expenses (FY2025)
$18K
Net assets
$232K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Helen S Donaldson Charitable Remainder Unitrust Ua 02161999— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating157 mo reserves · +72% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Helen S Donaldson Charitable Remainder Unitrust Ua 02161999: 157 mo reserves · +72% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Helen S Donaldson Charitable Remainder Unitrust Ua 02161999— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Helen S Donaldson Charitable Remainder Unitrust Ua 02161999: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Howd Lavieri Finch 682 Main St, Winsted, CT, 06098
- City
- Winsted
- State
- Connecticut
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $2,120 (FY2016) to $62K (FY2025) across 10 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $232K
Operating margin
71.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$232K
Total liabilities
$0
Net assets
$232K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $62,391▼43.3% | $17,737▲27.6% | $232,451▲23.8% | $232,451▲23.8% | 990PF |
| 2024 | $110,033▲3314% | $13,899▲45.7% | $187,797▲105% | $187,797▲105% | 990PF |
| 2023 | $3,223▼20.2% | $9,540▲5.2% | $91,663▼6.4% | $91,663▼6.4% | 990PF |
| 2022 | $4,039▼35.5% | $9,066▲16.5% | $97,980▼4.9% | $97,980▼4.9% | 990PF |
| 2021 | $6,264▲366% | $7,780▲9.1% | $103,007▼1.5% | $103,007▼1.5% | 990PF |
| 2020 | -$2,353▼161% | $7,131▼7.1% | $104,523▼8.3% | $104,523▼8.3% | 990PF |
| 2019 | $3,845▲2846% | $7,673▲26.1% | $114,007▼3.2% | $114,007▼3.2% | 990PF |
| 2018 | -$140▼105% | $6,085▼32.4% | $117,835▼5.0% | $117,835▼5.0% | 990PF |
| 2017 | $3,064▲44.5% | $9,006▼17.7% | $124,060▼4.6% | $124,060▼4.6% | 990PF |
| 2016 | $2,120 | $10,942 | $130,002 | $130,002 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Helen S Donaldson Charitable Remainder Unitrust Ua 02161999 a legitimate nonprofit?
- Yes. Helen S Donaldson Charitable Remainder Unitrust Ua 02161999 is a 501(c)(92) organization registered with the U.S. Internal Revenue Service under EIN 06-6471443, based in Winsted, Connecticut.
- What is Helen S Donaldson Charitable Remainder Unitrust Ua 02161999's EIN?
- Helen S Donaldson Charitable Remainder Unitrust Ua 02161999's Employer Identification Number (EIN) is 06-6471443.
- How much revenue does Helen S Donaldson Charitable Remainder Unitrust Ua 02161999 report?
- Helen S Donaldson Charitable Remainder Unitrust Ua 02161999 reported $62,391 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does Helen S Donaldson Charitable Remainder Unitrust Ua 02161999 have?
- CharityIndex grades Helen S Donaldson Charitable Remainder Unitrust Ua 02161999 C+, based on financial health (reserves and operating margin).
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Data for Helen S Donaldson Charitable Remainder Unitrust Ua 02161999 (EIN 06-6471443) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.